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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
OCPWS
426
One Charles Private Wealth Services
Massachusetts
$2.9M -$3.3M -107,328 -58%
BF
427
BOK Financial
Oklahoma
$2.87M +$451K +14,670 +21%
LFAS
428
Level Four Advisory Services
Texas
$2.85M -$91.9K -2,988 -3%
SFPM
429
Sensible Financial Planning & Management
Massachusetts
$2.85M -$2.95K -96 -0.1%
MOS
430
MGO One Seven
Ohio
$2.82M -$363K -11,802 -12%
PMFA
431
Plante Moran Financial Advisors
Michigan
$2.82M -$114K -3,720 -4%
CWS
432
Cypress Wealth Services
California
$2.79M -$283K -9,210 -10%
MA
433
MUFG Americas
New York
$2.79M -$84.9K -2,760 -3%
BC
434
Burney Company
Virginia
$2.79M -$243K -7,902 -9%
HIA
435
Harbor Investment Advisory
Maryland
$2.76M +$188K +6,114 +8%
AAMC
436
Asset Allocation & Management Company
Illinois
$2.74M +$185 +6 +0%
DSA
437
Droms Strauss Advisors
Missouri
$2.73M +$618K +20,100 +33%
THWM
438
Taylor Hoffman Wealth Management
Virginia
$2.71M -$140K -4,536 -5%
EP
439
Edgestream Partners
New Jersey
$2.7M +$2.47M +80,166 New
GP
440
Girard Partners
Pennsylvania
$2.68M +$235K +7,650 +11%
HNB
441
Huntington National Bank
Ohio
$2.67M – – –
CRC
442
Curi RMB Capital
Illinois
$2.67M – – –
BMCM
443
Bryn Mawr Capital Management
Pennsylvania
$2.65M -$70.7K -2,298 -3%
CK
444
Cohen Klingenstein
New York
$2.64M – – –
PD
445
Planning Directions
Pennsylvania
$2.64M +$2.41M +78,492 New
JHCP
446
Jackson Hole Capital Partners
Oklahoma
$2.61M – – –
MAP
447
Milestone Advisory Partners
North Carolina
$2.59M +$2.37M +77,010 New
GHA
448
GW Henssler & Associates
Georgia
$2.59M -$290K -9,432 -11%
RW
449
REDW Wealth
New Mexico
$2.58M +$57.2K +1,860 +2%
MFG
450
Magnus Financial Group
New York
$2.58M -$158K -5,130 -6%
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